SECTIONS
The input fields are the foundation of every dataset in Financial Analytics. These fields are extracted from your org environment by the recipe when you create the Analytics app, the data is then processed to populate your app's datasets.
Base Objects
This flow uses Account as base object to extract Accounting field information. It also uses this object to look up to other Accounting objects to complement the data necessary to generate the Financial Accounts Dataset.
Account
This are the main fields retrieved from the Account object in Accounting.
|
Field |
Description |
|---|---|
| Account Number | These fields are extracted directly from your Accounting environment. For more information about these fields, see the Custom Account Fields object. |
| Billing City | |
| Billing Country | |
| Billing Postal Code | |
| Billing State | |
| Billing Street | |
| Bank Account Number | |
| Bank SWIFT Number | |
| Base Date 1 | |
| Base Date 2 | |
| Base Date 3 | |
| Base Date 4 | |
| Billing Method | |
| Credit Agency | |
| Credit Limit | |
| Credit Rating | |
| Credit Status | |
| Days Offset 1 | |
| Days Offset 2 | |
| Days Offset 3 | |
| Days Offset 4 | |
| Description 1 | |
| Description 2 | |
| Description 3 | |
| Description 4 | |
| EC Country Code | |
| Payment Method | |
| VAT Registration Number | |
| Collections On Hold | |
| Collections On Hold Reason | |
| Fax | |
| ID | |
| Industry | |
| Name | |
| Owner ID | |
| Phone | |
| Shipping City | |
| Shipping Country | |
| Shipping Postal Code | |
| Shipping Street | |
| Sic | |
| Sic Desc | |
| Type | |
| Website | |
| Accounts Payable Control | We use this field to look up the corresponding Accounting object for the following fields Account |
| Accounts Receivable Control | |
| Parent ID | |
| Credit Manager | We use this field to look up the corresponding Accounting object for the following fields User |
| Dimension 1 | We use these fields to look up the values stored in each analysis dimension. |
| Dimension 2 | |
| Dimension 3 | |
| Dimension 4 | |
| Finance Contact | We use this field to look up the corresponding Accounting object for the following fields Contact |
Augmented Fields
The augment fields complement the data imported from the base objects allowing you to have a deeper visualization of your data.
Key: → — Lookup path between objects; * — Calculated in field in the dataflow.
|
Accounting Object |
Lookup Path |
Fields |
|
|---|---|---|---|
| Account | Parent ID → Account | ID | |
| Name | |||
| User | Credit Manager → User | Name | |
| Contact | Finance Contact → Contact | Department | |
| Mailing Country | |||
| Name | |||
| Phone | |||
| Title |